Pacific Capital Partners’s KKR & Co KKR Stock Holding History

Pacific Capital Partners’s Portfolio KKR Stock Details KKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,750	Closed	-$1.37M	–	55
2025 Q4	$1.37M	Buy	10,750 +7,000	+187%	+$871K	1.46%	24
2025 Q3	$487K	Sell	3,750 -6,250	-63%	-$887K	0.54%	31
2025 Q2	$1.33M	Sell	10,000 -5,000	-33%	-$585K	1.25%	31
2025 Q1	$1.73M	Buy	+15,000	New	+$2.06M	1.1%	25
2024 Q2	–	Sell	-20,000	Closed	-$2.01M	–	61
2024 Q1	$2.01M	Sell	20,000 -5,000	-20%	-$460K	1.32%	21
2023 Q4	$2.07M	Sell	25,000 -32,500	-57%	-$2.2M	1.56%	19
2023 Q3	$3.54M	Buy	+57,500	New	+$3.49M	2.14%	18

Other funds holding KKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pacific Capital Partners's KKR Position: Q1 2026 in Review

Pacific Capital Partners sold out of KKR & Co (KKR) in Q1 2026, closing a stake of 10,750 shares — an estimated $1.37M sold.

Pacific Capital Partners first reported a position in KKR in Q3 2023 and held it in 7 quarters. The position peaked at $3.54M in Q3 2023. 1,285 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

Pacific Capital Partners reported no remaining KKR & Co position as of Q1 2026 after selling out during the quarter.
Pacific Capital Partners sold 10,750 KKR & Co shares in Q1 2026, an estimated $1.37M.
Pacific Capital Partners first reported a position in KKR & Co in Q3 2023 and held it in 7 quarters.
Pacific Capital Partners's KKR & Co position peaked at $3.54M in Q3 2023.
1,285 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on Pacific Capital Partners's 13F filing for Q1 2026, filed 9 Apr 2026.